Investment Banking Associate - Capital Structure Advisory (New York)
Raymond James · New York, NY · 3 wk ago
Finance$100k–$200k/yrFull-time
About the role
Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team.
Responsibilities
- Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public issuance of stock.
- Make authoritative recommendations about technical or professional solutions that significantly improve business performance.
- Develop innovative solutions by integrating and analyzing complex and diverse information sources.
- Develop functional or operational policies and help develop policy frameworks for area of responsibility or department.
- Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships.
- Participate in the formulation and evolution of general investment policy.
- Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs.
- Create short- or medium-term work schedules to achieve planned commitments.
- Build complex frameworks to fully assess the scope and context of short-term and long-term business needs.
- Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues.
- Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
- Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.
- Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.
Requirements
- Bachelor’s: Accounting
- Bachelor’s: Business Administration
- Bachelor’s: Finance
Qualifications
Typically works independently and provides guidance.
Skills
- Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
- Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making.
- Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
- Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
- Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
- Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
- Uses an expert understanding of numerical concepts to act as organizational authority on performing mathematical operations such as report analysis.
- Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
- Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives.
- Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders.
- Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business.
- Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment.
- Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state.
- Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy.
- Works at an advanced level to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
- Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
- Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
- Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Critical Illness Insurance and Accident Insurance
- Disability Benefits
- Retail Savings
- Paid Time Off (including vacation, holidays, and sick leave)
- Parental Leave
Pay
$100,000.00-$200,000.00
Schedule
Less than 25%